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Who We HelpAssisting People From All Walks Of Life



At AG Wealth Advisors, think of us as your Adventure Guide on the journey toward financial success and an independent retirement. Together, we’ll navigate the twists and turns of tax planning, investment strategies, risk management, and wealth preservation in pursuit of your ultimate destination—a retirement that reflects your dreams and values.

Every great journey starts with a solid plan, and that’s why we say, 'Let’s Plan On It.' Let’s chart a course that gives you confidence and clarity as we move toward your financial goals.

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Financial Planning

As experienced financial advisors, we understand that your financial goals and aspirations are interconnected.  By considering your income, compensation resources, expenses, savings, investments, insurance, taxes, company benefits, family lifestyle and estate planning together, we can develop a comprehensive strategy that enhances your financial potential and helps you toward your goals. 

Optimize Compensation

Stock options, cash bonuses, employee stock purchase plans (ESPPs), restricted stock units (RSUs), deferred compensation plans (DCPs), and initial public offering (IPOs) are complex financial instruments that require careful planning to maximize their benefits. Our expertise in navigating these intricacies can help you make informed decisions that align with your long-term financial goals. 

Risk Mitigation

Life is full of uncertainties, and it is crucial to safeguard your financial well- being and the future of your loved ones.  From life insurance to disability coverage to long term care insurance, we have the knowledge and resources to guide you through the process. The same holds true for small business coverage.

Retirement Strategies

We will assess your current financial situation, project future income needs, and develop a personalized retirement plan tailored to your unique circumstances. We like to help our younger clients, but inevitably we get new clients closer to retirement. We navigate the complexities of retirement accounts, tax implications, and investment strategies to help you enhance your retirement savings, explore options such as IRAs, 401(k)s, backdoor IRA Roth and HSA accounts and develop strategies to maximize your retirement income. Very few people reach a fulfilling retirement by accident. It’s intentional. It requires an analysis, a plan, and execution. We are here to help.

Small Business Owner Guidance

Operating a small business comes with unique financial challenges and opportunities. By collaborating with us, you gain access to insights and strategies specifically designed to optimize your business finances, manage cash flow effectively, navigate tax implications, and plan for long-term growth and sustainability. Not waiting is important to start working on the exit strategy to exit on your terms.

Philanthropy

If you have a desire to “Pay if Forward” we can develop strategies and plans along those lines.  Foundations, Charitable Remainder Trust and Donor Advised Funds (DAF) are some of the ways of achieving your goal in support of your charity or non-profit of choice.

Athletes & Entertainers

Athletes & Entertainers

From NIL to endorsements, and everything in between, we help you preserve today’s income and build tomorrow’s legacy.

We deliver specialized wealth planning and global resources tailored to athletes, artists, and entertainment professionals. Our focus is simple: clarity, preservation, and long-term confidence as your career and income evolve.

Tech Industry Employees

Tech Industry Employees

Working in tech can be stressful. Because of a unique compensation structure, stock options, cash bonuses, RSUs, ESPPs, DCPs and IPOs, we can tailor investment strategies and financial plans to align with the unique needs and volatility of the tech industry, ensuring optimal growth while minimizing tax consequences. Comparing job offers and vesting schedules also helps you gain control over your finances.

Small Business Owners

Small Business Owners

Starting with the company structure and key employee identification, we look to create value. Customized exit plans built around your personal and financial goals, pre-and-post transactions. We’ll work to secure your family’s legacy and financial future using both tax-efficient estate planning and wealth transfer strategies. Are you exit ready?

Pre-Retirees & Retirees

Pre-Retirees & Retirees

We partner with pre-retirees and retirees seeking to reduce your anxiety, increase clarity, and be empowered to navigate the complexities of retirement. By asking the right questions and bridging your company benefits, we look to build a confident and fulfilling future.

Individuals & Families

Individuals & Families

We believe that no matter what living a wealthy life means to you – maximizing your happiness begins with taking control of your financial life to investing your wealth and to free up your time. We help set up education savings plans for children and grandchildren. Enjoying retirement to its fullest may mean having a long- term care policy in place to protect the plan from failing.

Comprehensive Family Office Services for Ultra-High-Net-Worth Families

Comprehensive Family Office Services for Ultra-High-Net-Worth Families

Helping UHNW and multi-generational families streamline decision-making, safeguard wealth, and ensure continuity for future generations.

Contact UsLet’s Plan On It!

Take the first step towards preparing for your family’s future by booking a free initial consultation with us today.

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Are You Making the Most of Your 401(k)?

In this ebook, we outline your 401(k) choices and explore critical mistakes to avoid. Download it today
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